QuickBooks Online
QuickBooks Online Integration
Prerequisite
You need a Zapier account first. If you don't have an account, click here to create a Zapier account.
Introduction
In this article, we will try integrating both ClickSend and QuickBooks Online. So what we want to achieve here is for new customer from QuickBooks Online to be added to your contacts in ClickSend for easy communication using ClickSend's dashboard and API.
So, let's get started.
Instructions
Step 1:
Login to your Zapier account. And then click Make a Zap! button.
Step 2:
Let's search and select QuickBooks Online as our trigger app. Next, check New Customer as our trigger action. Then click Save + Continue button.
Step 3:
Let's link your QuickBooks Online account.
Select Choose Account.
Click Connect an Account button.
Then click the Yes, Continue button.
Enter your E-Mail and Token.
Then click the Sign In button.
Then click Save + Continue button.
Step 4:
Let finish up our trigger app setup.
Go back to your Zapier setup page.
Then click Fetch & Continue button.
Lastly the Continue button.
Step 5:
Ok, let's set up our Action app. Let's search and choose ClickSend.
Next select Create Contact as our action.
Then click Save + Continue button.
Step 6:
Next, let's add your ClickSend account. Click Connect an Account button.
There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.
Type in your ClickSend username and API key.
Click the Test button to check if it was successful.
Then click Save + Continue button.
Step 7:
Let's set up our Create Contact template.
In the Contact List input box, select the contact list that you want the new contacts to be added to (QuickBooks Online contacts etc...)
Set the contacts Given Name, Family Name, Phone, Etc. to their corresponding fields from QuickBooks Online.
Then click Continue button.
Step 8:
Let's finish up everything.
Click Create & Continue button.
Then the Finish button.
Lastly, name your Zap, and turn it ON